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Ameriprise Financial

1,354 hedge funds and large institutions have $39B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 436 increasing their positions, 485 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $43B → $39B (-$3.99B)

10% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 485

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PC
1201
Promus Capital
Illinois
$43.2K
AFG
1202
Albion Financial Group
Utah
$42.7K
FWA
1203
Flagship Wealth Advisors
Massachusetts
$39.3K
MAM
1204
Morse Asset Management
Connecticut
$39.3K
SS
1205
SBI Securities
Japan
$39.3K
AWM
1206
Abound Wealth Management
Tennessee
$38.9K
ATC
1207
Adirondack Trust Company
New York
$38.8K
HFM
1208
Harvest Fund Management
China
$35K
RBC
1209
Roble Belko & Company
Pennsylvania
$34K
CT
1210
Clearstead Trust
Maine
$33.9K
OC
1211
Oakworth Capital
Alabama
$32.9K
MWM
1212
Mascoma Wealth Management
New Hampshire
$32.4K
RWA
1213
Redmont Wealth Advisors
Illinois
$31.9K
HWA
1214
Heartwood Wealth Advisors
Virginia
$31.9K
Walleye Capital
1215
Walleye Capital
New York
$30.9K
ANBT
1216
American National Bank & Trust
Texas
$30.9K
RWM
1217
Rialto Wealth Management
New York
$30.5K
TWD
1218
True Wealth Design
Ohio
$30K
DPW
1219
DiNuzzo Private Wealth
Pennsylvania
$29.9K
TCM
1220
TD Capital Management
Tennessee
$29.8K
KFI
1221
Key Financial Inc
Pennsylvania
$29.7K
WOSD
1222
WFA of San Diego
California
$29.5K
AAG
1223
Accordant Advisory Group
Maryland
$29.5K
WPA
1224
Wealth Preservation Advisors
Tennessee
$29.5K
HIW
1225
Holos Integrated Wealth
Pennsylvania
$28.8K